Cabot-Wellington, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Cabot-Wellington, LLC reported 5 stock positions worth $290.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 71.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.7%) and iShares Core MSCI Emerging (IEMG, 6.4%). Compared with Q1 2025, it reduced 4. The biggest sale was Vanguard Most SM-Cap ETF-Usd (VB, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001353198
- Portfolio Value
- $290.3M (Q2 2025)
- SEC Filing
- 0001062993-25-013271 ↗ filed Jul 30, 2025
Holdings Value
Holdings 5 stocks · $290.3M
| VTI VG Morningstar TS MKT ETF-US | 71.12% | 679,335 | $206.5M | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 21.70% | 754,560 | $63.0M | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 6.40% | 309,376 | $18.6M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.71% | 8,639 | $2.0M | Reduce -45.0% |
| VT Vanguard Tot World STK ETF | 0.08% | 1,859 | $239K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $379.5M | VTI, IEFA, IEMG, VB, VT |
| Q1 2026 | 5 | $338.1M | VTI, IEFA, IEMG, VB, VT |
| Q4 2025 | 5 | $311.8M | VTI, IEFA, IEMG, VB, VT |
| Q3 2025 | 5 | $309.1M | VTI, IEFA, IEMG, VB, VT |
| Q2 2025 | 5 | $290.3M | VTI, IEFA, IEMG, VB, VT |
| Q1 2025 | 5 | $271.4M | VTI, IEFA, IEMG, VB, VT |
| Q4 2024 | 4 | $263.1M | VTI, IEFA, VB, VT |
| Q3 2024 | 4 | $266.0M | VTI, IEFA, VB, VT |
| Q2 2024 | 4 | $255.4M | VTI, IEFA, VB, VT |
| Q1 2024 | 4 | $257.7M | VTI, IEFA, VB, VT |